The Northwestern Mutual Wealth Management Company Investment Team
When you work with us, you’ll have the ongoing support of the Northwestern Mutual Wealth Management Company Investment Team as they work closely with your advisor to bring their expertise and thought leadership to your investment portfolio.
Senior Leadership Team
John C. RobertsCFA®
Executive Vice President, Chief Field Officer
Brent Schutte*CFA®
Wealth Management Company Chief Investment Officer
Bonnie Tomczak
Vice President, Wealth and CEO & President, Northwestern Mutual Wealth Management Company (WMC)
Private Client Services Team
David Andrzejewski
Senior Director/Portfolio Manager, Private Client Services
Daniel J. Adams
Senior Portfolio Manager, Private Client Services
Douglas H. Peck*CFA®
Senior Portfolio Manager, Private Client Services
Maclovio VegaCFA®
Senior Portfolio Manager, Private Client Services
Stefanie Cheske
Portfolio Manager, Private Client Services
Matt SobocinskiCFA®
Portfolio Manager, Private Client Services
Aaron Thill
Portfolio Manager, Private Client Services
Daniel Baumgart
Associate Portfolio Manager, Private Client Services
Nicholas Creech
Associate Portfolio Manager, Private Client Services
Zach Freudenberg
Associate Portfolio Manager, Private Client Services
Marisol Garcia
Associate Portfolio Manager, Private Client Services
Jarodd White
Portfolio Manager, Private Client Services
Karissa Zanoni
Associate Portfolio Manager, Private Client Services
Erjola Borici
Portfolio Management Specialist, Private Client Services
Amy Xu
Portfolio Management Specialist, Private Client Services
Fixed Income Team
Michael A. Helmuth*
Chief Portfolio Manager, Fixed Income
Craig KasapCFA® CPWA®
Senior Portfolio Manager, Fixed Income
Jenna Koenings
Portfolio Manager
MacKenzie Schill
Portfolio Manager Specialist, Fixed Income
Large Cap Equity Team
Matthew P. Stucky*CFA®
Vice President – Chief Portfolio Manager, Equities
Jeffery S. NelsonCFA®
Senior Director/Senior Portfolio Manager, Equities
Jack GorskiCFA®
Portfolio Manager, Equities
Shayla Martin
Associate Portfolio Manager, Equities
NMWMC Research Team
Garrett D. AirdCFA®
Vice President – NMWMC Investment Management & Research, Vice President – Mason Street Advisors
Dan AmiriCFA®, CAIA
Senior Research Analyst, NMWMC Research
Nicolas J. Brown*CFA®, CAIA
Senior Research & Portfolio Analyst, NMWMC Research
Richard G. Iwanski*CFA®, CAIA
Senior Research & Portfolio Analyst, NMWMC Research
Jim MurrayCFA®
Manager Research
Michael A. DiCastriCMFC, ChFC®
Senior Research Analyst, NMWMC Research
Trevor LangmeierCFA®
Senior Research Analyst, NMWMC Research
Ace RodgersCFA®
Senior Research Analyst, NMWMC Research
Peter J. SauerCFA®
Senior Investment Research Analyst, NMWMC Research
Tony DesrochersCFA®
Research Analyst, NMWMC Research
NMWMC Investment Consultant Team
Matthew D. Wilbur*
Senior Director, Advisory Investments
David R. Humphreys*CFA®, RICP®
Assistant Director, Advisory Investments
Jerome (Jerry) S. CesarzCFA®, CLU®, ChFC®
Senior Investment Consultant
Brian Derenne
CAIA Senior Investment Consultant
Naveen DharmalingamCFA®, CFP®, CLU®, ChFC®
Senior Investment Consultant
John A. MlekodayCFP®
Senior Investment Consultant
Christopher Moser
Senior Investment Consultant
Christopher P. RykwalderCFP®, ChFC®, CLU®
Senior Investment Consultant
Jennifer Stell
Senior Investment Consultant Advisor Recruiting
*Denotes Investment Strategy Committee Member
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries. Investment brokerage services are offered through Northwestern Mutual Investment Services, LLC (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with “Advisor” in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.